+324.4%
SNXX vs AG
-15.8%
+340.2%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.1% | +0.7% | +0.8% |
| 7D | +27.3% | -0.1% | +27.4% | +26.9% |
| 30D | +89.3% | +12.5% | +76.8% | +64.1% |
| 3M | -29.6% | +28.2% | -57.7% | -45.0% |
| 6M | +324.4% | -18.8% | +343.3% | +357.1% |
| All | +324.4% | -15.8% | +340.2% | +357.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 6mo: compounded portfolio wealth divided by compounded AG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
6mo analysis · Full analysis span regression · 6 months rolling